Sponsor portfolio

IWM INTERNATIONAL, LLC

EIN 81-0733476mechanical or industrial engineeringLatest filing 2024

Plans

Retirement

$11.9M assets

Welfare

$924K premiums

Participants

385

500 EAST MIDDLE STREET - HANOVER, PA 173312027717-854-9571iwmesh.comLinkedIn51-200 employeesmechanical or industrial engineering

Plans on this EIN

2 filings

#001401k-$11.9M - 215 part #501Mixed-$924K - 267 lives

Benefits portfolio analytics

1 plan / $924K premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$722K
Life$115K
Short-term disability$115K
Long-term disability$115K
Dental$74K
Vision$12K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

78%top

UNITEDHEALTHCARE INSURANCE COMPANY78%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA12%
UNITED CONCORDIA INSURANCE COMPANY8%
LIFE INSURANCE COMPANY OF NORTH AMERICA1%
STANDARD INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

79%top

ENGLE-HAMBRIGHT & DAVIES, INC.79%
JAMES R NELLIGAN & ASSOCIATES LLC21%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

IWM INTERNATIONAL RETIREMENT SAVINGS PLAN

401k

Assets$11.9M

Participants215

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501